121
121
Jun 20, 2013
06/13
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who could believe that anyone would actually want our economy to be weak? who would want people thrown out of work? that's how bonds work. people want to bid them up on bad news and sell them on good news. normally, you wouldn't have to worry about any of this. these are not normal times. again, imagine the united states is a stock that pays an okay dividend. we know that as stocks go down the yield goes higher. that's because the dividend stays the same but when you divide it by the share price the declining stock, well, the yield grows. right? i mean, pays $4 dividend. it's at 100. and then the stock goes to 80. well, obviously the dividend's yield is higher. so when sellers knock this country's stock down, it gets a bigger yield. suddenly the stock of the united states, continuing the fictional analogy-s once again competitive with the stocks of individual companies that people are hiding in on a yield basis. remember that tent, the hiders and capital appreciation people? yeah, that's right. the price of the u.s. fell so hard today off bernanke's happier
who could believe that anyone would actually want our economy to be weak? who would want people thrown out of work? that's how bonds work. people want to bid them up on bad news and sell them on good news. normally, you wouldn't have to worry about any of this. these are not normal times. again, imagine the united states is a stock that pays an okay dividend. we know that as stocks go down the yield goes higher. that's because the dividend stays the same but when you divide it by the share...
98
98
Jun 15, 2013
06/13
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CNBC
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have you looked around at the world's other economies? we're doing better than everyone else on the globe, in part because our chief executive officers have done an excellent job in a global slowdown, but also because of exactly what bernanke's doing. this bond program has probably allowed you and other americans refi their home and companies fix their balance sheets, which is why we're not in the shape of china or brazil or india. can you imagine we're doing better than all of those places? tuesday we have a slew of japanese industrial production reports. we've got machine tools. we've got merchandise trade deficits. now, for years, i couldn't care less about this stuff. i could care less. i mean, really, like japan. it stopped meaning anything for a decade. these days, market players are drawn to japan because the government has a policy of driving its own currently down to build exports. if the data is positive here, japan's stock market will rocket. and if it doesn't and the government has nothing to say about it, like 6% declines lik
have you looked around at the world's other economies? we're doing better than everyone else on the globe, in part because our chief executive officers have done an excellent job in a global slowdown, but also because of exactly what bernanke's doing. this bond program has probably allowed you and other americans refi their home and companies fix their balance sheets, which is why we're not in the shape of china or brazil or india. can you imagine we're doing better than all of those places?...
117
117
Jun 17, 2013
06/13
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CNBC
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eye 117
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mainly billboard oriented is very much tied to the health of the economy. the ceo has over 750 advertising displays globally, including 200 in the united states. that's a lot. both stocks are trading around $7 and change. they got to that level in different ways. clear channel has been trading stoodways, 6% year-to-date. opko rallied like crazy. it's up 47% to $7. let's get to the head-to-head face off, please. >> buy, buy, buy, sell, sell, sell. >> miami versus san santonio speculative edition, espn. this is what you want to be doing. at the moment, clear channel has a major upside opportunity coming from digital displays. take the lcd flat skroen based billboorsd, they can show the movie advertisements, or scroll through ads the ones you want to watch while driving. thoo they are more lucrative and cost ahem heck of a lot to build out. the company has 10% of their sales from wall scapes from all displays and what are known as spectaculars. these are big customized display structures that often use video and multi-dimensional figures with lettering, along
mainly billboard oriented is very much tied to the health of the economy. the ceo has over 750 advertising displays globally, including 200 in the united states. that's a lot. both stocks are trading around $7 and change. they got to that level in different ways. clear channel has been trading stoodways, 6% year-to-date. opko rallied like crazy. it's up 47% to $7. let's get to the head-to-head face off, please. >> buy, buy, buy, sell, sell, sell. >> miami versus san santonio...
212
212
Jun 20, 2013
06/13
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eye 212
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the businesses that do better when the economy is getting better. which is after all bernanke is reigning in the magic carpet ride. i always like to take my queue from the market. always, meaning on a bad day, i ask myself, what group acted best? what is tipping its hands so when the futures let up, it can roar. sometimes the action underneath the market isn't as dumb as it often looks. what do i come up with? how about the regional banks? despite the horrible action in the averages today, we witness this group of stocks performed better than they have, relative to the market. it's absolutist if they went up. relative to market better than any time i have seen in the last six years. huntington bank shares, people's united connecticut. these were up a lot. it was only down 250 points. i'm talking about bedrock local banks the ones that have been a huge track on the market t. ones riddling people's portfolio from losses from the old days. we have one all the time. right? six years ago the stock was at 39. huntington, 24 to 37. 10, now they're going up
the businesses that do better when the economy is getting better. which is after all bernanke is reigning in the magic carpet ride. i always like to take my queue from the market. always, meaning on a bad day, i ask myself, what group acted best? what is tipping its hands so when the futures let up, it can roar. sometimes the action underneath the market isn't as dumb as it often looks. what do i come up with? how about the regional banks? despite the horrible action in the averages today, we...
91
91
Jun 22, 2013
06/13
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CNBC
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eye 91
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another driver of the economy has slowed down of late. slowed down for all but the galleries of restoration hardware. there's been a rough couple of weeks for the consumer package good names. they had been viewed as bond market equivalents. was that proctor up for real, was that j&j rally for real? we have to know. when they report on wednesday, big g. and mccormick and conagra report on thursday, we'll find out if they can actually have more than just a dead cat bounce. if the numbers are good and the stocks go up maybe they're no longer hostage to the tnx i told you to follow. but you know, if the tnx goes higher and the stocks go down, we're in the same world of hurt. why am i showing this? this is from mccormick spice, old bay spice the special ravens model. i think it's cool. it might not matter if the interest rates keep going higher though, so remember it's the bond market stupid. two companies -- two companies that delivered terrific quarters last time around, nike and accenture give us the report cards on thursday. nike has been
another driver of the economy has slowed down of late. slowed down for all but the galleries of restoration hardware. there's been a rough couple of weeks for the consumer package good names. they had been viewed as bond market equivalents. was that proctor up for real, was that j&j rally for real? we have to know. when they report on wednesday, big g. and mccormick and conagra report on thursday, we'll find out if they can actually have more than just a dead cat bounce. if the numbers are...